Stay informed with our curated insights and resources

 

Below you’ll find resources to help you dig deeper on topics that matter the most for you, your family, and your business.

 
 

Family enterprise resources

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Does your family have a succession plan?

April 13, 2022 - Warwick Holland

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

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How to start a conversation around a prenuptial agreement

April 13, 2022 - Warwick Holland

While there may never be a perfect time to broach the subject, doing it early, honestly and sensitively can help remove a lot of the emotion and maintain family harmony.

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The Three-Circle Model celebrated 40 years in 2018

April 13, 2022 - Warwick Holland

The Three-Circle Model of the Family Business System was developed at Harvard Business School by Renato Tagiuri and John Davis in 1978.

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Tips from the team

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Staying cyber safe

April 13, 2022 - Warwick Holland

Prepare, protect and educate your home and business with these cyber security tips

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Nicknaming accounts on WM Online

April 13, 2022 - Warwick Holland

How to nickname your accounts online for easy reference – and hide the ones you don’t want to see.

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Sending secure messages on WM Online

April 13, 2022 - Warwick Holland

Learn how to safely send and receive messages containing personal, confidential information through the RBC Wealth Management Online Secure Message Centre.

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Newsletter archive

The Holland Report - October 1, 2024

October 1, 2024 - Breanna Barber

October is from the Latin octo, which means “eight”. The number eight is said to be a symbol of wealth, prosperity, peace and fertility. Not surprisingly, it’s also the month when farmers normally harvest their crops. We are surrounded by abundance, and grateful for clients and colleagues like you.

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The Holland Report - August 30, 2024

August 30, 2024 - Breanna Barber

We hope you’re enjoying the final weeks of summer! As we prepare for back-to-school, we’re eyeing up cozy sweaters and rain gear (still from a distance). As you settle back from the relaxation and reflection of summer, we welcome your thoughts and questions. Whether you’re curious about investment opportunities in AI, interest rate moves, what to make of upcoming elections, the dizzying pace of tax changes or the confusing legalese of estate planning… we’ve got you covered.

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The Holland Report - July 10, 2024

July 10, 2024 - Breanna Barber

In summer… Here comes the sun… School’s out for summer… In the summertime, when the weather is high… Walking on sunshine, and don’t it feel good… Hope you’re gonna soak up the sun with 45 on… But, oh, those summer nights – tell me more, tell me more! --- Guess the Songs of Summer? *** See full titles and artists below to build out your summer playlist

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